Author, speaker, financial educator and advocate for his clients, Robert A. Guy, RICP® has been helping families turn their lifetimes of work

Steven V. Wise is the President and Co-founder of Beacon Associates LLC, which is a family-owned and operated business. The client and their fami

Questions?  Reach us at 925-660-6044 Laura provides insight and solutions that help her clients understand the impact of their financial

I started my financial planning career with Mass Mutual in Knoxville, TN. I was a career agent with them for five years. My specialty with Mass w

Ted Thatcher is the President of Bright Lake Wealth Management. As a principal Financial Advisor, he also serves as the President of the

  Robert “Bob” Smith is a nationally recognized Financial Educator, Author, Speaker and Wealth Advisor that you may have seen

Michael Mall has been helping clients to achieve their goals by coordinating insurance and investments with estate planning and tax planning sinc

Peggy Faulkner is the founder and CEO of North Star Retirement LLC,  a guiding light to retirement security.  Peggy has

Todd G. Civiello has represented the Retirement Planning Industry with the highest level of professionalism with over 20 years of experience. Thr

Ted Thatcher is a multi-state licensed financial professional that faithfully serves his clients. He is the  host of the Safe Money Radio Sh